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How rapidco is organised

The CRM is a workspace for your company. The left menu is the work. Your public site, if you turn Website on, lives under /site on your subdomain.

1. After signup you land in the CRM. Every workspace includes Companies, a client portal, and Support. Other areas appear only if the owner added that module.
2. Use the left menu to move around. Account settings (modules, branding, domains, workspace) are in the menu at the bottom left, behind your name.
3. Customers do not use this menu. They sign in to /portal and only see messages, documents, and invoices shared with their company.
4. During early access, treat this as a trial. Do not store real production data yet.

Related: Turn modules on · Companies and contacts · Create a project

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